Custom Fields
Define your organization's own information fields for tasks — pick a type, name it, set the order, and manage them all from one place.
Overview
Custom fields let your organization capture its own information on tasks, beyond the built-in fields. You pick a type from a fixed list, give the field a name, and it becomes part of every task in your organization — shown in the order you set.
This page is the configuration surface: where you create, rename, reorder, and remove your custom field definitions. It's its own screen under the Tasks section of Settings — Settings → Custom fields — alongside Task types and Tags.
Anyone with access to your organization's settings (an owner or admin) can manage custom fields. The order you set here is shared across every task — there are no per-project fields.
The field types
When you create a field you choose one of six types. You can change the type freely while you're still setting the field up in the side panel, but once you finish that first setup the type locks — to switch types afterwards, create a new field.
| Type | Use it for |
|---|---|
| Text | A single line of text |
| Long text | A multi-line paragraph |
| Number | A numeric value |
| Date | A calendar date |
| Select | One choice from a list you define |
| Yes / No | A simple toggle |
Creating a field
Open Settings → Custom fields (under the Tasks section of the menu), then click New field. The field is created right away with a temporary name (like "Custom Field 1") and a side panel slides in from the right — the same way you create clients, projects and tasks.
Name the field at the top of the panel. Names must be unique within your organization (matching is case-insensitive, so "Budget" and "budget" collide).
Pick the type from the cards. You can still change it freely while the panel is open for this first setup — it locks once you're done.
For a Select field, add its options below — type a label and press Enter to add the next. Drag the grip to reorder them, and use the × to remove one. A select allows up to 30 options.
Click Done (or simply close the panel) to finish. That locks the type; the field keeps whatever name and options you set.
Because the field is created the moment you click New field, it appears (empty) on every task straight away, showing its temporary name until you rename it. Closing the panel without configuring it is fine — the field stays valid with its temporary name, ready to rename, adjust or delete later.
All custom fields are optional — they never block creating or completing a task.
Ordering, renaming and editing
- Reorder fields by dragging the grip handle on the left of each row. The order you set is the order they appear on tasks, shared across your whole organization.
- Edit a field — its name, and for a Select its options — by clicking the field's row, or Edit in its ⋯ menu. The same side panel opens. Your changes save on their own as you type.
- The type is locked when you reopen a field to edit it — it's shown with a lock icon, since a field's type can only change during that first setup.
While a filter is active in the search box, reordering is paused (you can't meaningfully drag within a filtered view). Clear the filter to drag again.
Limits
| Limit | Value |
|---|---|
| Custom fields per organization | 10 |
| Options per Select field | 30 |
When you reach 10 fields, the New field button is disabled and a banner explains that you need to delete one to add another. Removing a field frees a slot.
Filling in values on a task
Once a field exists, it appears on every task. Open a task and look at the right-hand column, just above the Created / Updated block: your custom fields are listed there in the order you set, empty and ready to fill.
Anyone who can edit the task can fill or change its custom field values — you don't need to be an admin. (Managing the field definitions still requires an owner or admin.)
Each type has its own editor:
| Type | How you fill it |
|---|---|
| Text / Long text | Click the field and type. Press Enter to save (long text saves with Ctrl / ⌘ + Enter). Emptying the text clears the value. |
| Number | Click and type a number. Leave it blank to clear. |
| Date | Pick a day from the calendar, or use the × to clear it. |
| Select | Choose one option from the list, or Clear to unset it. |
| Yes / No | A three-way switch — —, Yes, or No. The dash means "not set", which is distinct from an explicit No. |
Values save on their own as you edit — there's no separate save button — and are stored per task, so the same fields start empty on every other task until someone fills them.
Once a task is finalized it becomes read-only, so its custom fields can't be edited until the task is reopened — the same rule as every other task field.
Removing a field
Deleting a field is destructive: it permanently clears that field's values from every task and can't be undone.
Open the field's ⋯ menu and choose Delete field. The row turns into a confirmation strip.
Read the impact line — it tells you how many tasks will have their values cleared — then choose Delete field to confirm, or Cancel to keep it.
There's no archive or recovery in this version — once you confirm, the field and all of its stored values are gone. If you only want to change a field's wording, rename it instead of deleting and recreating.
Via the API
External integrations can read the custom field values on a task and fill or clear them programmatically. Managing the definitions (creating, renaming, reordering, deleting) stays here in the app — the API only exposes the definitions read-only for discovery, plus the per-task values. See the Custom fields API and the Tasks API.
Task Templates
Save a task as a reusable template — fields plus checklist — and load it into any unfinished task to fill it in one step.
Projects
Organize work into projects on a kanban board or a compact list — switch views, filter by status and client, and sort, with clients, deadlines, team members, and task progress at a glance.